Perhaps you're approaching retirement and wondering how to climb higher up the income ladder while you're still working. Perhaps you've already retired and want to maximize your investment's income generation. In either case, an understanding of investment strategies is vital to making sound financial decisions.
Certified Financial Planner William Robert Parrott can help you make sense of the often confusing world of personal investments. Under his tutelage, you'll learn simple strategies you can employ immediately to maximize your investment income without paying high financial fees.
Parrott introduces and explains the many investment choices available while offering practical tips on moving capital from your investment accounts to your bank. You'll discover how to balance investment risk versus potential rewards, how to construct a financial portfolio, and the importance of estate planning.
Proper financial planning helps you meet your retirement goals, whether you choose to travel, fund a grandchild's college education, or use your assets and resources to help charitable causes. Up the Income Ladder offers the knowledge and financial coaching you need to make your retirement dreams reality.
About the Author: William Robert Parrott earned his bachelor of business administration in 1988 from the University of San Diego and began his investment career in May 1989.
Parrott has worked for a number of prestigious investment firms throughout his career, including Spelman & Company, Dean Witter Reynolds, Morgan Stanley, A. G. Edwards & Sons, and Charles Schwab. He is the founder and owner of Parrott Wealth Management and received his certified financial planner designation in 2003.
His company website is www.parrottwealth.com. Parrott lives in Austin, Texas, with his wife and daughter. He enjoys reading, running, fly-fishing, and hiking.
